Divergent Planning, LLC has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $236 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $69.1M, Spdr S&P Midcap 400 ETF Trust with a value of $33.4M, Janus Detroit Str Tr Henderson with a value of $28.8M, American Centy ETF Tr Avantis with a value of $28.5M, and Vanguard Intermediate Term Cor with a value of $20.3M.

Examining the 13F form we can see an increase of $28.3M in the current position value, from $208M to 236M.

Below you can find more details about Divergent Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $236 Million
ETFs: $231 Million
Technology: $2.25 Million
Consumer Cyclical: $1.38 Million
Financial Services: $1.08 Million
Healthcare: $283,000
Industrials: $282,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $236 Million
  • Prior Value $208 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
Track This Portfolio

Track Divergent Planning, LLC Portfolio

Follow Divergent Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Divergent Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Divergent Planning, LLC with notifications on news.